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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1126
IAG Wealth Partners
Wisconsin
$265K – – –
ODIJL
1127
One Day In July LLC
Vermont
$265K -$3.69K -163 -1%
WG
1128
Welch Group
Alabama
$263K +$31.7K +1,400 +15%
QPWM
1129
Quadrant Private Wealth Management
Pennsylvania
$262K +$242K +10,721 New
SL
1130
Salomon & Ludwin
Virginia
$262K +$18K +798 +8%
MWM
1131
Mindset Wealth Management
Indiana
$261K +$317 +14 +0.1%
CFO
1132
Collective Family Office
Pennsylvania
$261K -$114K -5,060 -32%
MIC
1133
Meridian Investment Counsel
California
$261K +$18.6K +821 +8%
WHCFA
1134
William Howard & Co Financial Advisors
Tennessee
$261K +$723 +32 +0.3%
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$882 +39 +0.4%
SAM
1136
SP Asset Management
California
$259K +$23 +1 +0%
AI
1137
Accredited Investors
Minnesota
$258K +$158 +7 +0.1%
GM
1138
GeoWealth Management
Illinois
$258K -$77.8K -3,440 -25%
SSWG
1139
Seven Springs Wealth Group
Tennessee
$258K +$238K +10,542 New
WCM
1140
WealthBridge Capital Management
Ohio
$257K +$238K +10,505 New
EFM
1141
Eley Financial Management
Vermont
$257K – – –
SCA
1142
Stonebridge Capital Advisors
Minnesota
$256K -$52.1K -2,304 -18%
GWSA
1143
Global Wealth Strategies & Associates
Colorado
$255K -$2.46K -109 -1%
CWA
1144
Capital Wealth Alliance
Arizona
$253K +$6.22K +275 +3%
AC
1145
Apella Capital
Connecticut
$253K – – –
FA
1146
FSA Advisors
Michigan
$253K -$38.5K -1,702 -14%
BWM
1147
Brown Wealth Management
Illinois
$253K -$9.79K -433 -4%
GWAM
1148
Guardian Wealth Advisors (Minnesota)
Minnesota
$253K – – –
QWP
1149
Quotient Wealth Partners
Texas
$252K – – –
AFA
1150
AA Financial Advisors
Ohio
$251K +$232K +10,262 New
44 45
46
47 48